Address : New Delhi, Delhi 110001, India
Industries : Financial Services
Website : vintagefinvest.com
Company Description
Vintage Finvest Services Pvt Ltd. (erstwhile KW Wealth Advisors Pvt. Ltd.) is a boutique financial services firm. We serve the financial needs of multi-generational families, business owners, endowments, retirees, and individuals. Our holistic approach enables us to create an investment strategy aligned with your unique goals. We embrace solutions leveraging the latest in technology as well as a more traditional investment experience.We also provide treasury management and financial counselling services to NGOs, charitable institutions, start-ups, SMEs, individuals, families, and organizations. We build with you, and empower you to build beyond finance to a more fulfilling life.
Specialities
- Portfolio Analysis
- Treasury Management
- Investment Planning
- Financial Services
- Personal Tax Liability Planning
- Multigenerational Wealth Management
- Philanthropy Charitable Planning
Financial
Employees Total : 7
Miscellaneous
Founded in : 2009
Linkedin : vintagefinvest
Email Providers : Gmail
Tech : Google Apps
Hosting : DigitalOcean
Load Balancers : Nginx
Widgets : Google Play
CSS and JavaScript Libraries : Bootstrap Framework
Last Updated : 2023-11-09
Employees
- Vineet Bhasin ( Managing Partner )
- Ajay Bajaj ( Managing Director )
Alumni
- Kajal Verma ( Financial Planning and Analyst )
- Ayush Saxena ( SENIOR MANAGER- OPERATIONS )
- Shivraj Lad ( Team Leader )
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